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Wasabi Automate - Onboarding Form
đź“‹ Section 1: Business Info
1. Full Name
*
2. Business Name
*
3. Business Email
*
4 .Phone Number
*
5. Website URL (or social page if no website)
*
6. Location (City, Region)
*
Your Role in the Business
*
Your Role in the Business
A
Owner / Co-wner
B
Manager / Operations Managee
C
Office Administrator
D
Technician / Field Worker
E
Sales / Estimator
F
Marketing / Customer Success
G
Other
🔧 Section 2: Your Workflow
7. How do customers usually contact you?
*
(e.g. contact form, phone, email, Facebook, etc.)
8. What tools do you currently use?
*
8. What tools do you currently use?
CRM (e.g. HighLevel, Jobber, Other)
Calendar / Scheduling
Accounting (e.g. QuickBooks, Xero)
Other (file sharing, quoting, etc.)
9. Which part of your process do you want to improve or automate?
*
(e.g. new customer follow-up, appointment reminders, quotes, collecting payments)
10. What would success look like for this test?
*
đź’¬ Section 3: Preferences
11. What’s the best way for us to contact you?
*
11. What’s the best way for us to contact you?
Phone
Email
SMS
WhatsApp
12. How soon would you like to start testing?
*
12. How soon would you like to start testing?
A
ASAP
B
Within 3 days
C
Next week
D
Other
13. Are you open to giving a testimonial or case study if it helps?
*
13. Are you open to giving a testimonial or case study if it helps?
A
Yes
B
Not sure
C
No
Submit
